Associate, Client Reporting/Performance I
7 hours ago
Associate, Client Reporting/Performance I
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.
We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.
We’re seeking a future team member for the role of Associate, Client Reporting/Performance I to join our Global Transfer Agency team. This role is located in Chennai, TN - HYBRID
In this role, you’ll make an impact in the following ways:
- Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including problem resolution, transaction processing, reconciliations and accounting services, and updates to client accounts in a timely manner.
- Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records and interpreting and handling exceptions. Investigates and corrects errors in client accounts. Conducts independent analysis and policy interpretation.
- Serves as the primary point of contact for clients and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
- May review and check work of other Client Processing Support staff and help resolve escalated issues.
- Responsible for the quality and completion of own work.
- No direct reports; provides guidance to less experienced team members as needed.
- The primary goal of MCS is to enhance the BNY Mellon Asset Servicing/client relationship by providing professional and expert service to quickly and accurately handle a broad range of customer service issues. Examples of service include an individual account issue, to a dealer commission question, to a bad price correction, MCS will either address the issues directly or coordinate efforts with other departments to attain resolution.
- Ticket processors are required to support the problem resolution function within Management Company Support (MCS). This is a critical need in order to meet service levels and continue to provide problem resolution services without interruption. The role focuses on correcting financial and non-financial errors made at the shareholder/account level. Primary responsibilities include full review to determine error origination, correcting the error and preventing future reoccurrences. MCS reps play a significant role in mitigating risk, both financial and reputational, by resolving errors timely and accurately.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree in accounting or the equivalent combination of education and experience is required.
- 3-5 years of total work experience preferred; experience in Transfer Agency preferred
At BNY, our culture speaks for itself. Here’s a few of our awards:
- America’s Most Innovative Companies, Fortune, 2024
- World’s Most Admired Companies, Fortune 2024
- Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
- Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
- “Most Just Companies”, Just Capital and CNBC, 2024
- Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
- Bloomberg’s Gender Equality Index (GEI), 2023
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.
Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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